Mei Ri Jing Ji Xin Wen·2025-10-28 06:02Group 1 - The Hang Seng Index saw a slight increase of 0.02%, closing at 26,437.75 points, while the Hang Seng Technology Index also rose by 0.02%. The Hang Seng China Enterprises Index decreased by 0.24%, with a half-day trading volume of HKD 126.95 billion [1] - In the technology sector, notable stock performances included Bilibili rising by 5.92%, Kingsoft up by 3.94%, and Xpeng Motors increasing by 3.60%. Conversely, ASMPT fell by 5.76%, Xiaomi Group decreased by 2.01%, and Li Auto dropped by 1.97% [1] - Industrial analysis indicates that with ongoing US-China trade negotiations and strengthened expectations for Federal Reserve interest rate cuts, the most disruptive overseas factors may be gradually subsiding. The "14th Five-Year Plan" is expected to boost confidence and consensus, supporting a positive long-term narrative for the market [1] Group 2 - The focus on AI investments highlights key areas within the AI industry chain, including overseas computing power sectors (such as optical modules and PCBs), domestically controllable sectors benefiting from local computing power chains (like GPUs and semiconductor materials), and mid-to-downstream applications with innovative potential (including Hong Kong internet and consumer electronics) [1] - The Hong Kong stock market is witnessing a gathering of core domestic AI assets, covering the entire industry chain from computing power to software applications and hardware terminals, positioning itself as a leader in the revaluation of Chinese assets [2] - Relevant ETFs in the Hong Kong market include the Hong Kong Stock Connect Technology ETF (159101), which covers the entire technology industry chain, and the Hang Seng Internet ETF (513330), which focuses on leading internet companies [3]